Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Services Associate

$55k - $95k

PowerToFly

A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Seattle, WA vacancy
  • $79k - $108k

    Threadline Wealth is an independent SEC-registered investment adviser...  ...solutions with highly personalized client experience. We are a modern...  ..., operations, and client service teams. Role Summary The Senior Client Service Associate is an experienced client service... 
    Suggested
    Work at office
    Remote work
    3 days per week
    1 day per week

    Valid8 Financial, Inc.

    Bellevue, WA
    2 days ago
  • Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding... 
    Suggested

    Financial Advisory Partners

    Bellevue, WA
    4 days ago
  • $63k - $86k

    Threadline Wealth is an independent SEC-registered investment adviser serving...  ...with highly personalized client experience. We are a modern independent...  ..., operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and... 
    Suggested
    Work at office
    Remote work
    3 days per week
    1 day per week

    Valid8 Financial, Inc.

    Bellevue, WA
    2 days ago
  • $70k - $95k

    Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management... 
    Suggested
    Work at office

    One Oak Wealth Management

    Seattle, WA
    1 day ago
  • $35.63k - $85k

     ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Bellevue, WA
    4 days ago
  • $35.15k - $90k

    Job Description POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor...  ...registered or unregistered Client Service Associate responsibilities at the request of the client and... 
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Seattle, WA
    14 hours ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun... 
    Work at office

    Vodia Ventures

    Seattle, WA
    1 day ago
  • $80k - $90k

     ...by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion...  ...We are seeking a detail-oriented client services professional to join our team. This role... 
    Full time
    Summer work

    Freestone Capital Management

    Seattle, WA
    3 days ago
  • $50k - $60k

     ...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle...  ...Financial Professionals in day-to-day operations of a growing wealth management practice. This role requires superior... 
    Full time
    Part time
    Local area

    Oppenheimer & Co. Inc.

    Bellevue, WA
    2 days ago
  • $225k - $365k

    Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior...  ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is... 
    Private practice

    Advocates Legal Recruiting

    Seattle, WA
    4 days ago
  • $85k - $100k

     ...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to...  ...of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets... 
    Full time
    Summer work
    Work at office

    Freestone Capital Management

    Seattle, WA
    4 days ago
  • Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients...  ...and professionals, is seeking a Client Service Associate to support their advisory team. This is...  ...service experience within an RIA, wealth management, or financial services firm... 

    JCW Group

    Seattle, WA
    4 days ago
  •  ...growing and evolving boutique financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial guidance. We are seeking a Registered Client Service Associate who is adaptable, detail-oriented, and eager to contribute... 
    Work at office

    Financial Advisory Partners

    Bellevue, WA
    4 days ago
  • We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and...  ...of client service experience within financial services or wealth management. Exceptional organizational skills—highly detail... 
    Work at office

    International Search Consultants

    Seattle, WA
    5 days ago
  • Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's... 

    Apella Wealth

    Bellevue, WA
    2 days ago
  • One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management... 

    One Oak Wealth Management

    Seattle, WA
    1 day ago
  • $65k - $81k

     ...Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate... 
    Work at office

    PathStone

    Bellevue, WA
    1 day ago
  • $365k - $420k

     ...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for...  ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in... 
    Full time

    Perkins Coie

    Bellevue, WA
    14 hours ago
  •  ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention...  ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support... 

    Dadavidson

    Seattle, WA
    14 hours ago
  • $50k - $65k

     ...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments...  ...you to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the... 

    Edelman Financial Engines

    Bellevue, WA
    3 days ago
  • Bank of America in Washington State seeks a Client Services Specialist to support Financial Advisors, delivering premier service and helping educate clients on banking and investment offerings. You will ensure timely, accurate client materials, manage requests, strengthen... 

    Bank of America

    Seattle, WA
    1 day ago
  • $22.64 per hour

     ...Job Description Job Description Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start
    Flexible hours

    SPS North America

    Renton, WA
    17 days ago
  • $22.64 per hour

     ...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are a... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start

    SPS North America

    Renton, WA
    17 days ago
  • $80k - $85k

     ...Client Service Associate Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Responsibilities of the Role: Responsible... 
    Work at office

    Telepathy, Inc.

    Seattle, WA
    3 days ago
  • $29 - $33 per hour

     ...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable... 
    Hourly pay
    Full time
    Work at office
    Local area

    RH

    Seattle, WA
    3 days ago
  • A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial... 

    RAJNAP TECHNOSOFT PRIVATE LIMITED

    Seattle, WA
    5 days ago
  • $28 - $30 per hour

     ...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary... 
    Contract work

    Corps Team

    Seattle, WA
    2 days ago
  • A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding... 
    Full time
    Contract work
    3 days per week

    Motion Recruitment

    Seattle, WA
    5 days ago
  • Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions. You''ll support renewal... 

    Gallagher

    Bellevue, WA
    4 days ago
  • $80k - $100k

     ...Job Title: Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial... 
    Work at office
    Work from home
    Monday to Friday
    2 days per week
    1 day per week

    RIA Recruiting

    Seattle, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!